LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $329M
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.26M
3
+$1.76M
4
ADBE icon
Adobe
ADBE
+$1.67M
5
WMT icon
Walmart
WMT
+$1.65M

Top Sells

1
+$2.18M
2
+$1.58M
3
+$1.54M
4
ADUS icon
Addus HomeCare
ADUS
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$906K

Sector Composition

1 Technology 20.27%
2 Healthcare 14.66%
3 Financials 12.74%
4 Consumer Staples 9.41%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.6%
47,280
+5,075
52
$1.15M 0.6%
6,486
+165
53
$1.15M 0.6%
13,850
54
$1.14M 0.59%
4,546
-35
55
$1.13M 0.59%
9,612
+47
56
$996K 0.52%
6,115
+19
57
$886K 0.46%
2,774
+59
58
$846K 0.44%
31,000
59
$799K 0.42%
12,890
60
$741K 0.39%
13,065
+93
61
$688K 0.36%
3,023
+165
62
$669K 0.35%
876
63
$644K 0.34%
2,135
+11
64
$642K 0.34%
30,380
-5,835
65
$629K 0.33%
11,775
+68
66
$626K 0.33%
6,264
+43
67
$593K 0.31%
700
+9
68
$583K 0.3%
1,631
+1
69
$561K 0.29%
3,000
70
$553K 0.29%
4,309
71
$547K 0.29%
8,680
+80
72
$529K 0.28%
1,500
73
$479K 0.25%
+9,625
74
$477K 0.25%
3,578
75
$468K 0.24%
4,335
1 2
3
4 5